Todd is a Partner in the firm’s Accounting & Business Advisory Services (ABAS) practice. He has worked with closely-held businesses and their owners for over 20 years, providing tax, accounting and advisory services.
As a former CFO, Todd draws on his experience and advises business leaders on how to position the organization for significant growth, including strategies for international expansion when appropriate. He helps clients identify key performance indicators, implement operational best practices, and develop strategies to achieve sustainable results. Clients value Todd’s ability to assist them across a broad spectrum of areas, and his unrelenting support for them as they achieve their goals.
Todd’s expertise includes working with clients to help them develop and operate financial systems, track and report on various Key Performance Indicators (KPIs), manage cash flow, work with lending institutions and develop tax strategies which maximize the net profit to owners. Todd understands the challenges of business owners — his perspectives are informed by his experiences as a business owner, a CPA and a CFO.
Todd’s clients span a variety of industries, with a particular emphasis on dental and medical practices and US operations of non-US companies. He has led global finance teams in firms from various industries and at different stages of growth, including public accounting, consulting, non-profit, and a start-up venture. Todd has helped organizations plan and execute global expansion into the United Kingdom, Switzerland, and India and has worked with companies located throughout Europe, Asia and South America
Todd is a graduate of Northeastern University with a Bachelor of Science Degree in Accounting and a graduate of Suffolk University with a Master of Science Degree in Taxation. He also served for four years as a Lieutenant in the United States Army.
Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants
US Army Armor Association – Former tank platoon leader
